See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,922 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,335 | $73,404-27.3% | $87,100-38.8% | $67,579-21.1% |
| Participation rate | 94.3% | 80.9%+13.4pp | 76.9%+17.4pp | 71.3%+23.0pp |
| Annual return | 21.43% | 48.29%-26.9pp | 28.19%-6.8pp | 378.56%-357.1pp |
| Employer contribution / active EE | $2,074 | $2,014+3.0% | $2,521-17.7% | $2,148-3.4% |
| Participant deferral / active EE | $4,472 | $3,913+14.3% | $4,049+10.4% | $3,539+26.3% |
| Admin fee / account holder | -$23 | $142-116.2% | $7,497-100.3% | $142-116.1% |